Agent Sales
Agent Sales
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Job Description
Agent Sales
Copeland Insurance Group
Longview TX
About Copeland Insurance Group
Copeland Insurance Group has been serving Americans from their headquarters in Longview Texas since 1964. Their personal servicedriven approach has earned this company a place among the top businesses in the industry. For over half of a century Copeland Insurance Group has provided a variety of different coverage options ranging from Medicare to agriculturan insurance to thousands of people across America. Copeland Insurance Group is a proud member of the Integrity Family of Companies.
Job Summary
As a sales agent you are the front line in customer service. You are the person that clients depend on to fulfill requests and provide services that best meet their needs. To do this you will offer services and provide support in person and via telephone or internet. You will also be responsible for maintaining client files ensuring that returning clients are served to the best level possible.
Primary Responsibilities:
Sell various types of Life and Health insurance policies to individuals.
Stay compliant with all products and clients
Complete necessary trainings certifications AHIP
Attend meetings seminars and programs to learn about new and current products.
Researching and matching the best insurance product for the client.
Explain features advantages and disadvantages of various policies to promote sale of insurance plans.
Develop marketing strategies to meet sales goals.
Ensure that policy requirements are fulfilled including any necessary medical examinations and the completion of appropriate forms.
Perform administrative tasks such as maintaining records and handling policy renewals.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Participate in team building
Other duties assigned by leadership.
Primary Skills & Requirements:
High School Diploma or GED
Texas Life and Health General Lines Insurance License
Ability to meet Sales Goals once training and coaching is completed.
Detail Oriented
Reliable and Dependable
Be willing to work as a team and independently.
Proficient in Microsoft programs
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit Integrity.
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
